+18.8%
TMO vs ASX
+471.1%
-452.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | 0.0% |
| 7D | -0.5% | +11.1% | -11.6% | -1.7% |
| 30D | +1.0% | +9.6% | -8.6% | -0.2% |
| 3M | +22.7% | +18.6% | +4.1% | +18.4% |
| 6M | +19.0% | +92.1% | -73.1% | +4.0% |
| YTD | +4.7% | +158.5% | -153.7% | -14.2% |
| 1Y | +26.0% | +271.9% | -245.9% | -4.9% |
| All | +18.8% | +471.1% | -452.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling